CIAS
XYZ

Capital Investment Advisory Services’s Block Inc XYZ Stock Holding History

Capital Investment Advisory Services’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$305K Buy
4,015
+4
+0.1% +$281 0.02% 578
2026
Q1 		$241K Buy
4,011
+24
+0.6% +$1.46K 0.02% 576
2025
Q4 		$260K Sell
3,987
-70
-2% -$4.83K 0.02% 545
2025
Q3 		$293K Sell
4,057
-1,738
-30% -$130K 0.02% 484
2025
Q2 		$394K Sell
5,795
-8
-0.1% -$465 0.03% 395
2025
Q1 		$315K Buy
5,803
+330
+6% +$24.6K 0.03% 423
2024
Q4 		$465K Sell
5,473
-18
-0.3% -$1.48K 0.04% 303
2024
Q3 		$369K Hold
5,491
– – 0.04% 362
2024
Q2 		$354K Sell
5,491
-2,975
-35% -$208K 0.04% 359
2024
Q1 		$716K Buy
8,466
+2,910
+52% +$210K 0.08% 236
2023
Q4 		$430K Sell
5,556
-248
-4% -$14K 0.04% 328
2023
Q3 		$257K Sell
5,804
-10
-0.2% -$619 0.03% 410
2023
Q2 		$387K Sell
5,814
-137
-2% -$8.56K 0.04% 321
2023
Q1 		$409K Sell
5,951
-413
-6% -$30.9K 0.05% 302
2022
Q4 		$400K Buy
6,364
+840
+15% +$51.8K 0.05% 317
2022
Q3 		$304K Sell
5,524
-50
-0.9% -$3.54K 0.04% 350
2022
Q2 		$343K Sell
5,574
-4
-0.1% -$365 0.04% 333
2022
Q1 		$756K Sell
5,578
-22
-0.4% -$2.66K 0.08% 209
2021
Q4 		$904K Sell
5,600
-1,857
-25% -$402K 0.11% 188
2021
Q3 		$1.79M Buy
7,457
+538
+8% +$138K 0.23% 93
2021
Q2 		$1.69M Buy
6,919
+1,328
+24% +$308K 0.21% 98
2021
Q1 		$1.27M Buy
5,591
+562
+11% +$131K 0.18% 124
2020
Q4 		$1.09M Buy
+5,029
New +$981K 0.16% 131
2020
Q3 		– Sell
-4,883
Closed -$512K – 664
2020
Q2 		$512K Sell
4,883
-2,800
-36% -$214K 0.1% 178
2020
Q1 		$402K Buy
7,683
+2,700
+54% +$185K 0.1% 185
2019
Q4 		$312K Hold
4,983
– – 0.08% 225
2019
Q3 		$309K Sell
4,983
-50
-1% -$3.4K 0.09% 214
2019
Q2 		$395K Buy
5,033
+5,016
+29,506% +$350K 0.12% 176
2019
Q1 		$1K Sell
17
-819
-98% -$59.4K ﹤0.01% 1185
2018
Q4 		$47K Buy
+836
New +$59K 0.02% 470
2018
Q3 		– Sell
-4,700
Closed -$290K – 235
2018
Q2 		$290K Sell
4,700
-1,000
-18% -$55K 0.15% 162
2018
Q1 		$280K Sell
5,700
-700
-11% -$32.1K 0.16% 150
2017
Q4 		$222K Sell
6,400
-6,125
-49% -$224K 0.13% 161
2017
Q3 		$361K Sell
12,525
-2,000
-14% -$52.4K 0.22% 113
2017
Q2 		$341K Buy
+14,525
New +$300K 0.22% 105

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Capital Investment Advisory Services's XYZ Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Block Inc (XYZ) stake by 0.1% in Q2 2026, buying an estimated $281 and bringing the position to 4,015 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #578.

Capital Investment Advisory Services first reported a position in XYZ in Q2 2017 and has held it in 35 quarters since. The position peaked at $1.79M in Q3 2021. 259 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Capital Investment Advisory Services held 4,015 shares of Block Inc worth $305K as of Q2 2026.
  • Capital Investment Advisory Services bought 4 Block Inc shares in Q2 2026, an estimated $281.
  • Block Inc made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #578 holding.
  • Capital Investment Advisory Services first reported a position in Block Inc in Q2 2017 and has held it in 35 quarters since.
  • Capital Investment Advisory Services's Block Inc position peaked at $1.79M in Q3 2021.
  • 259 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.